Managers of Wealth

Harvey Nash / KPMG CIO Survey 2020: Asset Management

How asset managers are adjusting their IT priorities in response to COVID-19.

SS&C Intralinks Sees Continued Strength in Mergers & Acquisitions Activity through Q2 2021

We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.

SS&C ALPS Advisors Announces Active REIT ETF

Partnership with GSI Capital Advisors and Blue Tractor will support expansion into active ETFs

Front-to-Middle Office Platforms: North American Wealth Management Edition

Vendors providing the front-to-middle office platforms for these financial institutions must deliver a solution that produces an exclusive client experience.

Profile sponsors the Digital Integration in Wealth Management 2021

Profile and its executives will be participating in this event as Silver Sponsors to discuss how its innovative and award-winning platform for the Wealth Management industry

intelliflo combines five digital wealth businesses under one brand

Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.

Chartis Research recognizes SS&C Algorithmics Balance Sheet Risk Management

The company demonstrates that innovation is a continuous process.

UK’s global fintech leadership bolstered by new review

An independent review has set out a plan for the UK to retain its global leadership in fintech by helping the country’s financial technology firms to scale up, access the talent and finance they need, and deliver better financial services.

FIS Unity Wealth Management Platform Named Best Technology Platform for Family Offices at Private Asset Management Awards

Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.

Go "beyond banking" with an open, customer-centric ecosystem

The study reveals that open banking enables institutions to offer a wide range of innovative products for private and corporate customers, in cooperation with third-party providers.

Technology to the rescue for advisors & wealth managers that have no time for Social media

Social media is already the second biggest item of marketing spend for them and 68% believe that Social media spend will increase going forward.

Taking The On-Ramp To Financial Modernization

Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.

Cryptocurrency: is it too hot to handle? The Top 4 UK resident investor concerns

Legal recourse against crypto exchanges may be difficult.

WealthTech Views Report: Looking into 2021

The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.

Bordier & Cie SCmA to offer cryptocurrencies to their customers* via Sygnum

Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos

Geneva private bank to offer cryptocurrencies to clients

Its clients can now buy, hold and trade cryptocurrencies including bitcoin, ether, bitcoin cash and the tez.

Covid-19 has accelerated the digitalization of the global Wealth Management sector and this trend is expected to continue in 2021

2020 was one of the most turbulent years in recent history

FinTech